The challenges every PMC knows
Managing properties for others adds layers of complexity that landlord tools weren't built to handle.
Owners constantly asking for updates
You spend hours each week fielding calls and emails from owners asking about rent collection, maintenance status, and financial performance. They want transparency, but you don't have an easy way to provide it.
Trust accounting across multiple portfolios
Every owner's funds need to be tracked separately. Co-mingling is a compliance risk. Manual journal entries are error-prone, and reconciliation takes days instead of minutes.
Work order tracking and vendor management
Maintenance requests come in from tenants, but owners need to approve costs above a threshold. Coordinating between tenants, vendors, and owners across multiple properties is a logistical nightmare.
Distribution calculations and owner statements
Every month you're calculating management fees, deducting expenses, and figuring out what each owner is owed. Then you're generating statements in Word or Excel and emailing them one by one.
Owner Portal
Owners log in to see statements, distributions, and property details
Give every property owner their own branded portal. They can view monthly statements, track distributions, see property details, and review work order history — without calling you.
- Magic link login — no passwords for owners to forget
- Monthly financial statements automatically generated
- Distribution history and upcoming payments
- Property details and lease information
Trust Accounting
Automated journal entries, double-entry bookkeeping, fund segregation
Every rent payment, expense, and distribution is recorded in a proper double-entry ledger. Trust balances are calculated per owner automatically. Reconciliation that used to take days now takes minutes.
- Per-owner trust accounts with running balances
- Automated journal entries for rent and distributions
- Double-entry bookkeeping with full audit trail
- Trust reconciliation reports
Work Orders
Create, assign, track, and close work orders with owner approval
Turn maintenance requests into work orders. Assign vendors, track costs, and get owner approval before work begins. Full lifecycle management from draft to completion with automated notifications.
- Owner approval workflows with cost thresholds
- Vendor assignment and email notifications
- Cost tracking with invoice management
- Status tracking from draft to completion
Owner Distributions
Calculate and track distributions per property owner
Collect rent, deduct management fees and expenses, and calculate what each owner is owed — automatically. Track distribution history and ensure every dollar is accounted for.
- Automatic management fee deductions
- Per-owner distribution calculations
- Distribution history and reporting
- Fee tracking and reconciliation
Financial Statements
P&L, balance sheets, and custom reports per owner
Generate professional financial statements for each property owner with one click. Monthly P&L, balance sheets, and trust account summaries — all branded with your company logo.
- Per-owner profit and loss statements
- Trust account balance reports
- Automated monthly statement generation
- Professional branded PDF exports
PropertyCam
Professional inspections that protect you and your owners
PropertyCam replaces third-party inspection tools with a fully integrated system. Customizable room-by-room templates, 5-point condition ratings, GPS-stamped photos, and PDF reports — all linked to the property, lease, and tenant automatically.
- Customizable inspection templates for any property type
- Room-by-room workflow with 5-point condition scale
- Move-in/move-out comparison for deposit reconciliation
- Share inspection reports with owners via secure links
- Eliminate CompanyCam and other third-party photo tools
AI Assistant Suite
AI for managers, tenants, and owners — plus an AI phone line
TenantLine AI answers tenant calls 24/7 — checking payments, submitting maintenance requests, and sending portal links. The Manager Assistant drafts comms and queries your portfolio. Tenants and owners get their own AI assistants too. AI also handles maintenance triage, vendor recommendations, lead scoring, and report generation.
- TenantLine AI phone line — 24/7 tenant call handling with transcripts
- AI Manager, Tenant, and Owner Assistants
- AI Maintenance Triage routes requests to best-fit vendors
- AI Vendor Recommendation, Lead Scoring & Report Generator
PMC Business OS
The operating system for property management companies
Run your entire operation from one platform. CEO dashboard with real-time PMC P&L, Owner CRM with retention scoring, sales pipeline with AI lead scoring, configurable onboarding workflows, SOPs with acknowledgements, staff licenses, goals/OKRs, automation rules, and a custom reporting builder.
- CEO dashboard with PMC P&L, occupancy, delinquency, and KPIs
- Owner CRM with retention scoring & churn risk
- Sales pipeline + AI lead scoring + tenant onboarding workflows
- SOPs, staff licenses, goals/OKRs, automation rules, reporting builder
Vendor Scorecards & Portal
Manage your vendor network with data, not gut feel
Score every vendor on response time, completion rate, cost variance, and tenant satisfaction. Vendors get their own portal to accept jobs, upload photos, and submit invoices. AI Vendor Recommendation uses scorecards to match the right vendor to each work order.
- Vendor portal — accept jobs, upload progress photos, submit invoices
- Scorecards on response time, completion, cost, and satisfaction
- AI Vendor Recommendation pulls from scorecards automatically
- Compliance tracking for licenses, insurance, & W-9s
Native Mobile Apps for All Roles
Manager, Tenant, and Owner apps — all included
Three native iOS & Android apps. Managers run the whole operation in their pocket — 100+ screens with offline caching. Tenants pay rent, submit maintenance, and chat. Owners view statements, distributions, and KPIs in a dedicated owner app.
- Manager app: 100+ screens with full feature parity
- Tenant app: payments, maintenance, eSignatures, push notifications
- Owner app: statements, distributions, KPIs, AI Owner Assistant
- Offline caching, push notifications, native Stripe payments
Compliance Calendar
Never miss a registration, cert, or filing again
Track jurisdiction-specific compliance — registrations, certificates of occupancy, fire inspections, lead-paint disclosures, and other deadlines per state and county. Automated reminders and document storage keep you audit-ready.
- Per-jurisdiction rule library with automated tasks
- Track registrations, certs of occupancy, and inspections
- Automated reminders and escalations
- Audit-ready document trail per property
Why PMCs are switching to PortfolioX
Compared to Buildium, AppFolio, and other legacy platforms.
Starting at $149/mo vs $250+/mo for similar features
Get trust accounting, owner portals, and work orders at a fraction of the cost.
No per-unit pricing that punishes growth
Unlimited properties and tenants on the Property Management plan. Add properties without watching your bill climb.
Owner portal included, not an add-on
Other platforms charge extra for owner access. With PortfolioX, it's built in from day one.
Modern interface your team will actually use
Clean, intuitive design that doesn't require a week of training. Your team can be productive on day one.
Double-entry trust accounting built in
Not a bolt-on feature. Trust accounting is core to the platform with proper journal entries and audit trails.
PropertyCam replaces CompanyCam ($19/user/mo) — saving a 5-person team $1,140/year
GPS-stamped photos, room-by-room inspections, and PDF reports are built into PortfolioX. No separate photo documentation tool needed.
TenantLine AI replaces a 24/7 answering service — and answers calls with live data
TenantLine verifies callers, checks payment status, submits maintenance requests, and transfers to a human when needed. Every call is transcribed and sentiment-scored.
Vendor scorecards + AI Vendor Recommendation — built in
Score every vendor automatically and let AI match the right vendor to each work order. Most platforms charge extra for vendor management; ours is included.
PMC Business OS — CEO dashboard, sales pipeline, SOPs, goals/OKRs, automation rules
Run your whole operation from one platform instead of stitching together six different SaaS tools.
Native owner mobile app — included
Most platforms force owners to log into a browser. PortfolioX gives them a dedicated iOS/Android app with statements, distributions, and an AI Owner Assistant.
1099 eFiling, marketing automation, and compliance calendar — no add-ons
Generate and eFile 1099s via TaxBandits, run drip campaigns to prospects and tenants, and track jurisdiction-specific compliance — all included.
Built for property management companies
The Property Management plan includes everything a PMC needs. Enterprise is available for custom requirements.
Property Management
For PMCs managing investor portfolios.
Unlimited properties, users, tenants, 256 GB
- Owner portal, statements & distributions
- Trust accounting & 1099 eFiling
- PMC business OS — CEO dashboard, sales pipeline, SOPs
- Vendor scorecards, portal & AI recommendations
- Reporting Builder, Automation Rules, Compliance Calendar
- Tenant referrals, satisfaction surveys & marketing automation